Best Investors
Account
Sign in
Best Investors
Account
Sign in
1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-14 |
| DE | RA | APPROVED | 2022-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Planning Group, Llc | Chadds Ford | PA | 03/2022 | Present |
| Founders Financial Securities, Llc | Towson | MD | 03/2022 | Present |
| Liberty Mutual Insurance Company | Newark | DE | 06/1986 | 07/2021 |
| Retired | Newark | DE | 07/2021 | 03/2022 |
Associated Person of Founders Financial Securities, LLC., a broker-dealer and investment adviser located at 1026 Cromwell Bridge Road Suite 100 Towson, MD 21286. Investment Related. Associated Person uses FFS and DBA name for investment sales. Employee also doing business as 1) Wealth Planning Group, LLC; Investment Related; 133 Commons Court, Chadds Ford, PA 19317 . Full Time. Licensed Professional Administrator.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
Reach out to this advisor